0001655156-21-000003.txt : 20210923 0001655156-21-000003.hdr.sgml : 20210923 20210923163957 ACCESSION NUMBER: 0001655156-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210923 DATE AS OF CHANGE: 20210923 EFFECTIVENESS DATE: 20210923 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blooom, Inc. CENTRAL INDEX KEY: 0001655156 IRS NUMBER: 462373476 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21372 FILM NUMBER: 211272964 BUSINESS ADDRESS: STREET 1: 5325 WEST 115TH PLACE CITY: LEAWOOD STATE: KS ZIP: 66211 BUSINESS PHONE: (888) 446-8416 MAIL ADDRESS: STREET 1: 5325 WEST 115TH PLACE CITY: LEAWOOD STATE: KS ZIP: 66211 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001655156 XXXXXXXX 06-30-2021 06-30-2021 blooom, inc.

5325 West 115th Place Leawood KS 66211

13F HOLDINGS REPORT 028-21372 N Shannon Duncan 816 674-5973 Shannon Duncan Leawood KS 09-23-2021 0 49 134031 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABSCOM0028241008387422SHSOLE 007422AMAZON COM INCCOM0231351062093608SHSOLE 00608BERKSHIRE HATHAWAY INC DELCL B NEW0846707024016810SHSOLE 006810BLACKROCK INCCOM09247X101233267SHSOLE 00267CERNER CORPCOM15678210456320719627SHSOLE 00719627CHEVRON CORP NEWCOM1667641002051968SHSOLE 001968CIGNA CORP NEWCOM1255231005572350SHSOLE 002350CITIGROUP INCCOM NEW1729674242713050SHSOLE 0013050COSTCO WHSL CORP NEWCOM22160K10511032787SHSOLE 002787DANAHER CORP DELCOM235851102388649SHSOLE 00649DISNEY WALT COCOM DISNEY25468710614948516SHSOLE 008516EVERSOURCE ENERGYCOM30040W1085184163SHSOLE 004163EXXON MOBIL CORPCOM30231G10295415137SHSOLE 0015137FOSSIL GROUP INCCOM34988V10615711622SHSOLE 0011622HONEYWELL INTL INCCOM4385161067957339SHSOLE 007339INTEL CORPCOM4581401004317631SHSOLE 007631ISHARES TRCORE S&P500 ETF464287200217325SHSOLE 00325ISHARES TRBARCLAYS 7 10 YR4642874402171009SHSOLE 001009ISHARES TRCORE S&P SCP ETF4642878042791014SHSOLE 001014JACOBS ENGR GROUP INC DELCOM4698141072782111SHSOLE 002111JOHNSON & JOHNSONCOM47816010447312775SHSOLE 0012775KROGER COCOM50104410150813108SHSOLE 0013108M & T BK CORPCOM55261F1042011376SHSOLE 001376MAGNA INTL INCCOM5592224012172340SHSOLE 002340MICROSOFT CORPCOM59491810426539790SHSOLE 009790ORACLE CORPCOM68389X105440700SHSOLE 00700PROGRESSIVE CORP OHIOCOM743315103179718299SHSOLE 0018299ROLLINS INCCOM7757111042768016SHSOLE 008016SCHWAB STRATEGIC TRUS BRD MKT ETF808524102119211478SHSOLE 0011478SCHWAB STRATEGIC TRUS LRG CAP ETF8085242017557320SHSOLE 007320SCHWAB STRATEGIC TRUS MID-CAP ETF8085245084085216SHSOLE 005216SCHWAB STRATEGIC TRUS SML CAP ETF808524607114410944SHSOLE 0010944SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247062555937SHSOLE 005937SCHWAB STRATEGIC TRINTL EQTY ETF808524805159940044SHSOLE 0040044SCHWAB STRATEGIC TRUS AGGREGATE B80852483982815190SHSOLE 0015190TEXTRON INCCOM8832031013214714SHSOLE 004714UNITED PARCEL SERVICE INCCL B9113121065632745SHSOLE 002745VANGUARD BD INDEX FD INCINTERMED TERM921937819764084941SHSOLE 0084941VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378353653377SHSOLE 003377VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J407109919252SHSOLE 0019252VANGUARD INDEX FDSS&P 500 ETF SHS92290836312252060SHSOLE 002060VANGUARD INDEX FDSREAL ESTATE ETF9229085532842354SHSOLE 002354VANGUARD INDEX FDSMID CAP ETF9229086294751620SHSOLE 001620VANGUARD INDEX FDSTOTAL STK MKT92290876924463109797SHSOLE 00109797VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285867011766SHSOLE 0011766VANGUARD MALVERN FDSSTRM INFPROIDX922020805151228425SHSOLE 0028425VANGUARD STAR FDVG TL INTL STK F92190976813254201001SHSOLE 00201001VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858107813518SHSOLE 0013518WALMART INCCOM9311421038315998SHSOLE 005998